Twenty Four Wealth Management, associated with Stratos Wealth Partners and LPL Financial, has acquired Florida-based RIA Alpha Beta Gamma Wealth Management.
Financial terms of the transaction remain undisclosed.
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This move expands Twenty Four Wealth’s US presence, boosting its assets under management to $1.1bn.
The firm also highlighted its aim to establish a “seamless bridge” between the Northeast and Southeast regions of the US.
Alpha Betta Gama Wealth Management CEO Curt Lyman said: “The synergy between our practices will allow us to offer more specialised solutions, while maintaining the trust and personal relationships we’ve built over the years with our clients.”
The integration of Alpha Beta Gamma into Twenty Four Wealth’s operations is expected to offer clients a wide range of capabilities, encompassing retirement and estate planning, tax strategies, as well as investment management.
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By GlobalDataTwenty Four Wealth CEO Tony Truino said: “We are thrilled to welcome the talented team at Alpha Beta Gamma into the Twenty Four Wealth family.
“This acquisition is a testament to our ongoing growth strategy and a natural extension of our mission to provide our clients with holistic, innovative financial solutions.
“By combining our resources, experience, and client-focused approach, we are creating a practice that offers more robust and diversified services to meet the needs of our clientele.”
Green Sail Partners, a Boston-based advisory firm, advised on the transaction, representing its second deal with Twenty Four Wealth.
